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Laurel Wealth Advisors (California)’s Lam Research LRCX Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.21M Buy
28,850
+450
+2% +$18.8K 0.12% 181
2022
Q3 		$1.04M Sell
28,400
-740
-3% -$32.9K 0.11% 202
2022
Q2 		$1.24M Buy
29,140
+180
+0.6% +$8.57K 0.13% 183
2022
Q1 		$1.56M Buy
28,960
+5,010
+21% +$292K 0.13% 170
2021
Q4 		$1.72M Buy
+23,950
New +$1.5M 0.13% 155

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LRCX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Lam Research (LRCX) stake by 1.6% in Q4 2022, buying an estimated $18.8K and bringing the position to 28,850 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #181.

Laurel Wealth Advisors (California) first reported a position in LRCX in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 28,850 shares of Lam Research worth $1.21M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 450 Lam Research shares in Q4 2022, an estimated $18.8K.
  • Lam Research made up 0.12% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #181 holding.
  • Laurel Wealth Advisors (California) first reported a position in Lam Research in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Lam Research position peaked at $1.72M in Q4 2021.
  • 1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.